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Federated Hermes Kaufmann Fund C Shares: (MF: KAUCX)

(NASDAQ Mutual Funds) As of Jul 17, 2025 08:00 PM ET

$4.10 USD

+0.04 (0.99%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 8.87 17
3 months 19.46 16
6 months 8.87 17
1 Year 16.52 29
3 Year 13.54 77
5 Year 3.33 87
10 Year 8.09 77

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 155.69
Bear Market (10/07 - 2/09) -51.41
Bull Market (2/09 - 3/21) 551.29

Load Adjusted Returns as of Jun 30, 2025

1 Year 15.35
5 Year 3.33
10 Year 8.09
Since Inception 8.18

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.87 19.46 NA NA
2024 8.87 -0.74 7.21 -0.17
2023 1.49 5.58 -4.73 11.83
2022 -15.76 -18.96 -1.82 3.71
2021 -3.89 8.10 -0.53 -1.49
2020 -14.31 28.86 5.69 9.58

Annual Return

20252024202320222021202020192018201720162015
% Total Return 8.8715.6514.17-30.491.7927.8831.613.6327.352.285.51
% Total Return Rel to Index 2.66-9.36-12.07-12.29-26.899.480.128.035.56-9.644.12
% Total Return Rel to Peer 5.31-6.35-11.95-5.63-13.032.106.408.058.11-1.215.33
% Perf Quintile vs Peer* 0.000.005.003.005.003.003.001.003.004.002.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.620.100.000.650.500.700.800.660.520.86
Expense Ratio 2.462.460.012.452.422.442.452.462.472.480.03

* 1 = Top 20%, 5 = Bottom 20%